For version 14, the platform requirements have changed for servers and clients. Therefore, you must backup the version 13 Smart 3D configuration, and then restore it using a client/server configuration that has the new platform requirements for version 14. The same basic workflow will apply for each case listed below. In the course of describing the details of each major step, this document takes into consideration four possible upgrade scenarios, or cases, each requiring a slightly different workflow. Before beginning the upgrade process, select the case that applies to your situation and follow the workflow for the applicable case.
Figure 1: Upgrade Considerations from Smart 3D 13 to Smart 3D 14
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Case A. In-place upgrade of entire 13 Smart 3D configuration to 14 on the same server.
This case is only applicable if you are using Oracle. Microsoft SQL Server requires
an upgrade to use 14.
This case assumes a full transition of the Site and all of its Models from 13 to 14 on the same server, where the 14 software will be installed on the server and client and all databases upgraded in-place.
If the 13 Smart 3D server configuration is different from the 13 to 14 database server platform requirements, Case A does not apply to upgrading to version 14, and either Case B, C, or D should be used for all version 13 upgrades.
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Case B. Moving (relocating) databases and upgrading them on another server.
This is the most common procedure used for version 14 upgrades due to platform requirement changes.
This case is where all Models and Catalogs associated with the Site are moved and upgraded, or when some of the Models are moved to another server and upgraded while others in the Site remain on the 13 original server. When Smart 3D configurations from one Site are relocated and upgraded to another server, the SharedContent (Symbols) folder must also be copied and upgraded to the new server or location.
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Case C. Restoring archived databases and upgrading them with only 14 software.
This case deals with archived backups of the 13 Smart 3D configurations that are restored in a location where 13 is not available. In addition to the full database backup, a corresponding backup of the SharedContent (Symbols) folder is required.
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Case D. Coexistence of 13 and 14 Smart 3D configurations on the same server.
This case is not available when upgrading from 13 to 14.
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In all cases, when one SharedContent (Symbols) folder is shared by multiple Smart 3D configurations that will be separated during an upgrade process (some Models are upgraded to 14, while others remain on a previous release), the SharedContent (Symbols) folder must be copied and upgraded with the upgraded Smart 3D configurations.
The SharedContent (Symbols) folder cannot be shared by Models using different versions
of Smart 3D. Therefore, the upgraded Smart 3D configuration must use its own copy of the SharedContent (Symbols) folder, while
the original Symbols or SharedContent folder stays in 13.
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In all cases, ensure that you are pointing to the SharedContent (Symbols) folder for the version to which you will upgrade your model.
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Your upgrade of the Smart 3D configuration utilizes the content on your symbol share, and that content should be made up to date BEFORE migrating the model to the target version.